JIM
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Jupiter Investment Management’s United Rentals URI Stock Holding History

Jupiter Investment Management’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-700
Closed -$103K – 456
2018
Q2 		$103K Sell
700
-5,000
-88% -$817K ﹤0.01% 354
2018
Q1 		$984K Sell
5,700
-39,875
-87% -$7.08M 0.01% 280
2017
Q4 		$7.83M Sell
45,575
-25,768
-36% -$3.92M 0.07% 158
2017
Q3 		$9.9M Sell
71,343
-1,107,266
-94% -$132M 0.1% 140
2017
Q2 		$133M Buy
1,178,609
+23,895
+2% +$2.67M 1.61% 15
2017
Q1 		$144M Buy
1,154,714
+196,374
+20% +$23.9M 2.04% 5
2016
Q4 		$101M Buy
958,340
+572,682
+148% +$52.1M 1.74% 14
2016
Q3 		$30.3M Buy
+385,658
New +$29.6M 0.52% 65
2015
Q4 		– Sell
-11,100
Closed -$666K – 370
2015
Q3 		$666K Buy
+11,100
New +$770K 0.02% 219
2015
Q1 		– Sell
-20,800
Closed -$2.12M – 422
2014
Q4 		$2.12M Buy
20,800
+19,567
+1,587% +$2.1M 0.08% 180
2014
Q3 		$136K Sell
1,233
-260,987
-100% -$29.4M 0.01% 293
2014
Q2 		$27.5M Buy
+262,220
New +$25.6M 1.54% 10

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jupiter Investment Management's URI Position: Q3 2018 in Review

Jupiter Investment Management sold out of United Rentals (URI) in Q3 2018, closing a stake of 700 shares — an estimated $103K sold.

Jupiter Investment Management first reported a position in URI in Q2 2014 and held it in 12 quarters. The position peaked at $144M in Q1 2017. 685 funds tracked by Wall St. Rank hold URI as of Q3 2018.

  • Jupiter Investment Management reported no remaining United Rentals position as of Q3 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 700 United Rentals shares in Q3 2018, an estimated $103K.
  • Jupiter Investment Management first reported a position in United Rentals in Q2 2014 and held it in 12 quarters.
  • Jupiter Investment Management's United Rentals position peaked at $144M in Q1 2017.
  • 685 funds tracked by Wall St. Rank held United Rentals as of Q3 2018.

Based on Jupiter Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.